Question
Sky Solutions LLC
US
Last activity: 23 Mar 2023 12:40 EDT
Generating Automatic Reports
have a requirement to generate reports on a daily basis. Is there a way to automate the report execution on a daily basis?
One solution I was thinking of is creating a Job Scheduler (setting the schedule to Daily) to reference an activity calling the associated Report Definition(s). I was also thinking of clustering all the necessary reports into one activity that's called on JS.
if anyone agrees or has a better approach, please let me know.
Thanks!
Evonsys
IN
Updated: 16 Mar 2023 13:13 EDT
Sky Solutions LLC
US
@Anoop Krishna - Thank you for the Feedback, along with the suggested articles.
The client came back with a specific need. They need the reports (after execution) - to be exported (csv) and saved to a specific directory/folder in S3 - This should be automated daily as mentioned above. Could this be achieved in the proposed solution you've linked?
Would it be best practice to have a user "subscribed" (as noted in the linked articles) and they can pull the export of the results rather than introducing custom code to send the file to a specified directory?
If needed, we can discuss further in a private message.
Thanks again.
Christopher
Evonsys
IN
@ChristopherC2019 for this scenario, we would need job scheduler only. We need a repository rule and then we need to transfer the file to repository.
Sky Solutions LLC
US
Thanks for the reply. To clarify, do you mean my initial solution I proposed?
Evonsys
IN
@ChristopherC2019 yes correct.
@ChristopherC2019 The one you mentioned is also an approach. But we have an option to schedule report in report browser in which job scheduler processing is handled by pega itself. We just need to configure scheduling. Please refer below links.
https://docs-previous.pega.com/reporting/85/scheduling-reports?
https://docs-previous.pega.com/reporting/86/reports-run-schedule